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Level Financial Advisors’s Amazon AMZN Stock Holding History

Level Financial Advisors’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$729K Buy
2,925
+30
+1% +$7.62K 0.16% 58
2026
Q2 		$690K Sell
2,895
-1
-0% -$251 0.15% 60
2026
Q1 		$603K Buy
2,896
+46
+2% +$10.1K 0.15% 57
2025
Q4 		$658K Buy
2,850
+1
+0% +$229 0.17% 57
2025
Q3 		$626K Sell
2,849
-44
-2% -$9.96K 0.18% 60
2025
Q2 		$635K Buy
2,893
+40
+1% +$7.92K 0.2% 55
2025
Q1 		$543K Sell
2,853
-754
-21% -$164K 0.18% 55
2024
Q4 		$791K Buy
3,607
+688
+24% +$141K 0.29% 47
2024
Q3 		$544K Buy
+2,919
New +$533K 0.21% 52
2024
Q2 		– Sell
-3,244
Closed -$585K – 69
2024
Q1 		$585K Hold
3,244
– – 0.27% 47
2023
Q4 		$493K Sell
3,244
-160
-5% -$22.4K 0.24% 45
2023
Q3 		$433K Buy
3,404
+219
+7% +$29.3K 0.24% 43
2023
Q2 		$415K Sell
3,185
-255
-7% -$29.1K 0.23% 44
2023
Q1 		$355K Buy
3,440
+162
+5% +$15.7K 0.21% 45
2022
Q4 		$275K Sell
3,278
-363
-10% -$35.9K 0.18% 45
2022
Q3 		$411K Sell
3,641
-609
-14% -$77K 0.3% 34
2022
Q2 		$451K Buy
4,250
+170
+4% +$21.3K 0.33% 34
2022
Q1 		$665K Hold
4,080
– – 0.51% 23
2021
Q4 		$680K Buy
+4,080
New +$698K 0.52% 26

Other funds holding AMZN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Level Financial Advisors's AMZN Position: Q3 2026 in Review

Level Financial Advisors increased its Amazon (AMZN) stake by 1% in Q3 2026, buying an estimated $7.62K and bringing the position to 2,925 shares worth $729K. The position accounts for 0.16% of the portfolio, ranked #58.

Level Financial Advisors first reported a position in AMZN in Q4 2021 and has held it in 19 quarters since. The position peaked at $791K in Q4 2024. 701 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • Level Financial Advisors held 2,925 shares of Amazon worth $729K as of Q3 2026.
  • Level Financial Advisors bought 30 Amazon shares in Q3 2026, an estimated $7.62K.
  • Amazon made up 0.16% of Level Financial Advisors's portfolio in Q3 2026, its #58 holding.
  • Level Financial Advisors first reported a position in Amazon in Q4 2021 and has held it in 19 quarters since.
  • Level Financial Advisors's Amazon position peaked at $791K in Q4 2024.
  • 701 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on Level Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.